Difference between revisions of "Editing Agent account details"

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Search for an Agent and press the view option. This opens the Agent account in edit mode.
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Your agents can edit some of their own details in SchemeServe. The Master Account holder can edit all the agents details in SchemeServe.
  
[[File:Agent_details.png|thumb|right|Agent Details]]
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Agents cannot alter commissions, fees, or make notes on themselves. An Agent may not [[Add Your Logo|upload their own logo]] – they must send this to the Master Account holder; this feature is to prevent the use of unauthorized images within your SchemeServe site. Agents edit their details on the My Company page.
  
You'll notice that this screen looks very similar to the My Company page, in fact the information presented in the My Company page and the edit Agent page is visible and changeable by the Agents administrator user via the My Company page when they log in.
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You may use the Commissions and Fees section to specify the commissions and charges for an Agent on a per Scheme or per Insurer basis.
  
Not all details are visible and changeable on the Agents My Company page. The Commissions and Fees are not available, nor are the Notes or Bad Agent fields. The Admin reference is also omitted. Agents cannot change their own Logos either. Their logos must be sent to you for inclusion. This is a security feature to prevent unauthorized images appearing on Your site.
 
  
On the Agent edit page from a Master Account perspective, you can edit everything. Including the Logo, the Notes, The Commissions and Fees and the Bad Agent field.
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== Editing Agent Account Details ==
  
A Bad Agent is an Agent who do you longer wish to do business with for possible legal reasons. Setting the Bad Agent flag prevents other Agents from being created with the same Post Code. It's very unlikely that 2 Agents would live in the same post code anyway. This is a security feature to protect you from fraud.
 
  
The Commissions and Fees section allow you to specify the amount of Commission and the Charge for the Agent per Scheme or Per insurer.
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#Log in to SchemeServe
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#Click on the '''Agents Tab'''
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#Find the [[Searching for existing Agents|Agent]]
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#Click on the '''Agent's Link''' to see their details
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#Click on the '''Edit this Agent Link'''
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#Click on the '''Tabs (General/Advanced/Agreements/Assignment/Commissions''') to edit specific details
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#Click the '''Save Changes Button''' to save your changes
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== Video Tutorial ==
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<html>
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<iframe width="640" height="360" src="http://www.youtube.com/embed/LIiZXdKYzXY" frameborder="0" allowfullscreen></iframe>
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</html>
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== See Also: ==
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[[Searching for existing Agents]]
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[[Jumping straight to a specific Agent]]
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[[Importing Agent Details from External Sources]]
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[[Exporting Agent Details for External Use]]
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[[Commission Chains|Paying Commissions to Multiple Parties]]
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[[Creating White Label Agent Websites]]

Revision as of 05:41, 7 November 2012

Your agents can edit some of their own details in SchemeServe. The Master Account holder can edit all the agents details in SchemeServe.

Agents cannot alter commissions, fees, or make notes on themselves. An Agent may not upload their own logo – they must send this to the Master Account holder; this feature is to prevent the use of unauthorized images within your SchemeServe site. Agents edit their details on the My Company page.

You may use the Commissions and Fees section to specify the commissions and charges for an Agent on a per Scheme or per Insurer basis.


Editing Agent Account Details

  1. Log in to SchemeServe
  2. Click on the Agents Tab
  3. Find the Agent
  4. Click on the Agent's Link to see their details
  5. Click on the Edit this Agent Link
  6. Click on the Tabs (General/Advanced/Agreements/Assignment/Commissions) to edit specific details
  7. Click the Save Changes Button to save your changes


Video Tutorial


See Also:

Searching for existing Agents

Jumping straight to a specific Agent

Importing Agent Details from External Sources

Exporting Agent Details for External Use

Paying Commissions to Multiple Parties

Creating White Label Agent Websites